LSEG数据显示，德国次日交付基荷电价下跌31.2%，至176.55欧元/兆瓦时。

TrendForce said on the 14th that SK Hynix’s Q2 DRAM revenue rose 37.9% QoQ to $38.59bn, but its DRAM market share fell from 28.8% to 24.9% (down 3.9 percentage points). Samsung Electronics led with a 39.4% share; Micron held 23.3%, narrowing its gap with SK Hynix to 1.6 percentage points. TrendForce attributed SK Hynix’s share decline not to weak DRAM sales but to a heavier-than-peer mix of high-bandwidth memory (HBM) and production-volume differences with Samsung.

In response to investor questions on backlog and delivery timing, Feirongda said operations are normal and its liquid-cooling business and on-hand orders are progressing and being delivered in an orderly manner. The company said it plans dedicated capacity based on market and customer demand and project progress; current capacity utilization is healthy and can effectively ensure customer order fulfillment.